David Pollard signed Bell Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bell Ford, Inc.'s EIN is 86-0372486.
Download the official 2024 Form 5500 (PDF) for Bell Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bell Ford, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $46K | — |
| FIRST FINANCIAL EQUITY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 22 Fidelity Management Trust Company JPMorgan Large Cap Growth Fund | Mutual Funds | — | — | $8.4M | 21.4% | |
| 1 Fidelity Management Trust Company Lincoln Stable Value Account | Stable Value | — | — | $3.9M | 10.0% | |
| 16 Fidelity Management Trust Company American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $3.4M | 8.6% | |
| 15 Fidelity Management Trust Company American Funds New Perspective Fund | Mutual Funds | — | — | $3.2M | 8.2% | |
| 13 Fidelity Management Trust Company American Funds American Balanced Fund | Mutual Funds | — | — | $3.0M | 7.7% | |
| 24 Fidelity Management Trust Company Putnam Large Cap Value Fund | Mutual Funds | — | — | $2.6M | 6.7% | |
| 12 Fidelity Management Trust Company American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $2.1M | 5.3% | |
| 6 Fidelity Management Trust Company American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.4M | 3.5% | |
| 23 Fidelity Management Trust Company PIMCO Income Fund | Mutual Funds | — | — | $1.3M | 3.3% | |
| 8 Fidelity Management Trust Company American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $1.2M | 3.0% | |
| 7 Fidelity Management Trust Company American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| 5 Fidelity Management Trust Company American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $921K | 2.3% | |
| 11 Fidelity Management Trust Company American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $890K | 2.3% | |
| 18 Fidelity Management Trust Company Carillon Eagle Mid Cap Growth Fund | Mutual Funds | — | — | $868K | 2.2% | |
| 10 Fidelity Management Trust Company American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $814K | 2.1% | |
| 9 Fidelity Management Trust Company American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $774K | 2.0% | |
| 21 Fidelity Management Trust Company Franklin Small Cap Value Fund | Mutual Funds | — | — | $726K | 1.9% | |
| 19 *Fidelity Management Trust Company Fidelity Government Money Market Fund | Mutual Funds | — | — | $480K | 1.2% | |
| 14 Fidelity Management Trust Company American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $422K | 1.1% | |
| 4 Fidelity Management Trust Company American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $373K | 1.0% | |
| 20 *Fidelity Management Trust Company Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $228K | 0.6% | |
| 25 Fidelity Management Trust Company The Hartford International Opportunities Fund | Mutual Funds | — | — | $132K | 0.3% | |
| 17 Fidelity Management Trust Company BrandywineGLOBAL Corporate Credit Fund | Mutual Funds | — | — | $128K | 0.3% | |
| 2 Fidelity Management Trust Company American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $69K | 0.2% | |
| 3 Fidelity Management Trust Company American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 38-2810578 |
| — |
| ADVISOR |
| $42K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIMBERLIN COMPANY | 45-5497718 | — | ACCOUNTANT/AUDITOR | $9K | — |
